We are Masterpiece Financial Services. Servicing as a fiduciary, we are a comprehensive fee-based financial planning, tax preparation, and investment advisory firm founded in 2005, headquartered in Maumee, Ohio and serving clients across the U.S.  

Our firm’s mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial plans. We work closely with clients to help grow and protect their wealth and achieve their most important financial dreams and aspirations.

We believe strong relationships are built on honest communication, transparent processes, deep expertise, and a long term commitment to clients’ success. Our core values include Heart, Integrity, Excellence, Respect and Commitment. Our practice is about the dreams and aspirations of our clients; bringing our core values to life through every interaction we have with our clients, staff and partners. Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and dedication, and are committed to the following principles:

  • honest, transparent, and open communication
  • highly responsive, first-class service
  • unbiased, knowledgeable, and timely advice
  • working hard to earn the trust and confidence of every client

As a fully independent fiduciary, fee-based financial planning, tax preparation, and investment advisory firm, we are not restricted to any proprietary instruments or investment products; we work exclusively for the benefit of our clients. We have a legal and ethical fiduciary obligation to act in the best interest of each client. We put the needs and interests of the clients first! We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading, independent investment advisory firm.